Financial Services Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Hiring bonus
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Position Overview:
Are you passionate about helping individuals and families protect what matters most? Our State Farm agency is seeking a customer-focused Financial Services Representative with a strong emphasis on life and health insurance solutions.

In this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.

Key Responsibilities:

• Educate customers on life and health insurance products, including term life, whole life, and supplemental health coverage
• Conduct needs-based conversations to identify coverage gaps and recommend appropriate protection strategies
• Build and maintain strong relationships with new and existing customers through regular follow-up
• Support customers through the application and underwriting process, ensuring a smooth and positive experience
• Collaborate with the team to identify cross-sell opportunities within the existing book of business
• Maintain accurate documentation and stay compliant with insurance and financial regulations

Preferred Qualifications:

• Active Life & Health license (required or willingness to obtain)
• Experience in life and/or health insurance sales or financial services
• Strong communication and relationship-building skills
• Ability to explain complex coverage options in a clear and relatable way
• Self-motivated, goal-oriented, and comfortable in a sales-driven environment
• Professional and trustworthy demeanor with a genuine desire to help others

If youre looking for an opportunity to focus on meaningful conversations, help customers plan for the future, and grow your career in life and health insurance, wed love to connect with you.